See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,741 | $61,660-79.3% | $80,019-84.1% | $64,186-80.1% |
| Participation rate | 59.5% | 71.7%-12.2pp | 75.8%-16.4pp | 69.6%-10.1pp |
| Annual return | -6.07% | -0.33%-5.7pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $355 | $1,810-80.4% | $2,468-85.6% | $2,381-85.1% |
| Participant deferral / active EE | $1,888 | $2,968-36.4% | $3,686-48.8% | $3,470-45.6% |
| Admin fee / account holder | $883 | $5,417-83.7% | $6,521-86.5% | $4,888-81.9% |